The role will be mainly a remote based position but does require some transport to the Wilmslow office.
A prestigious organisation in Wilmslow is in search of a diligent and meticulous individual to maintain and enhance their stakeholder database, ensuring the utmost accuracy and categorisation for effective communication.
Elevate your career in administration and finance with a pivotal role that places you at the heart of stakeholder engagement and event coordination.
Working together with the paraplanning team and the back-office team, the Planner will focus on servicing and growing a 'bank' of clients in line with our clients Wealth service proposition offering holistic whole-of market investment advice and lifetime financial planning services.
Alderley Park Recruitment are currently recruiting for a Financial Planner for our IFA Client based in Alderley Edge.
This is an employed, permanent role and salary is negotiable depending on experience.
Reporting to the People and Talent Director, you will be responsible for the day-to-day management of our Wilmslow office, as well as providing executive support to our CEO and CFO, and supporting with HR administration.
The role is based in our Wilmslow office, with occasional travel to our Manchester office (Spinningfields) for events and meetings.
We are looking for a professional and confident Office Administrator to join our team.